Attorney Services Portal User Guide - Supreme Court of Ohio
[Pages:17]Attorney Services Portal User Guide
Date: June 2, 2015
Table of Contents
1. Login...................................................................................................................................................... 3 1.1. Attorneys........................................................................................................................................... 3 1.2. Newly Admitted Attorneys ............................................................................................................... 3 2. Password Recovery ............................................................................................................................... 4 3. Home Screen ......................................................................................................................................... 5 3.1. Left Navigation Menu ....................................................................................................................... 5 3.2. Home Screen Navigation................................................................................................................... 5 3.3. Attorney Information Summary........................................................................................................ 6 3.4. Compliance Period Selection Box ..................................................................................................... 6 3.5. Requirements Status......................................................................................................................... 6 3.6. CLE Requirement Tiles ...................................................................................................................... 6 3.7. CLE Requirement Sentences ............................................................................................................. 7 3.8. CLE Requirement Matrix ................................................................................................................... 8 4. Edit Info ................................................................................................................................................. 9 5. Registration ........................................................................................................................................... 9 5.1. IOLTA Submission.............................................................................................................................. 9 5.2. Attorney Registration...................................................................................................................... 10 5.3. Magistrate Notification ................................................................................................................... 12 6. Submit and Edit CLE Credits ................................................................................................................ 13 7. Suspensions......................................................................................................................................... 13 8. Sanction Fees ...................................................................................................................................... 14 9. Site Navigation .................................................................................................................................... 16
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1. Login
1.1.
Attorneys
Existing attorneys will log into the Attorney Services Portal using their existing Attorney Registration Number and password.
1.2.
Newly Admitted Attorneys
Newly admitted attorneys logging into the portal for the first time will use the new attorney login screen accessible by clicking the Newly Admitted Attorneys log in button. New attorneys will use the applicant number and password provided to them.
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2. Password Recovery
To recover your current Attorney Registration password, enter your Attorney Registration Number and click the "I Forgot My Password" button. Your password will be emailed to the email address associated with your Attorney Registration Number.
If you have no email address on file, or if you have changed your email address, you can recover your Attorney Registration password by clicking on the "I Forgot My Password" button on the login screen and providing your Attorney Registration Number, an email address, and the last four digits of your social security number. Your password will be emailed to the email provided.
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3. Home Screen
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4 5 6 7 8
3.1.
Left Navigation Menu
A menu containing navigational links to all pages of the portal and external link. The menus function by sliding open and closed.
3.2. Home Screen Navigation
Register Takes the attorney to the registration page where the attorney can register for Active, Inactive, or Corporate status.
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Edit Info and Change Password Allows an attorney to edit email, residence, and office information, enter required race and ethnicity information, and change the password.
Update IOLTA/IOTA Information Redirects the user to the OLAF ("Ohio Legal Assistance Foundation") site where IOLTA and IOTA account information can be updated separately from the attorney registration process.
3.3. Attorney Information Summary
Provides a summary of the attorney's contact and demographic information.
3.4. Compliance Period Selection Box
Allows an attorney to view CLE requirements for the current and all previous biennia since admission.
3.5. Requirements Status
A descriptive sentence above the tiles indicates whether an attorney has or has not met their education requirements.
3.6.
CLE Requirement Tiles
The CLE tiles provide an at-a-glance overview of CLE requirements for the selected compliance period. Each tile highlights the number of hours required, hours completed, and percentage complete for each of the requirements. All CLE tiles will display in red until all of the requirements for the compliance period have been met. Once the requirements have been met, the tiles will change to green.
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3.7. CLE Requirement Sentences
Below the CLE requirement tile section is a written description of the attorney's requirements and the number of hours completed.
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3.8.
CLE Requirement Matrix
The CLE requirement matrix details an attorney's CLE requirement hours for the selected compliance period.
Number of hours required in the current compliance period.
Adjusted number of hours required in the current compliance period.
Deficiency indicates number of hours to be completed in the current compliance period. Carryover indicates hours applied towards the next compliance period.
View and print Transcript
Number of hours carried over from or deficient in the previous compliance period.
Number of hours completed in the current compliance period.
Current Requirement +/- Previous Carryover or Deficiency = Adjusted Requirement Adjusted Requirement ? Completed = Carryover/Deficiency
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